I’m Katherine Cope, a Finance Pro, Strategy Consultant, and Entrepreneur.
Seed to Sapling is an independent, boutique management consulting firm. I typically advise startups and high-growth companies with revenues of $1M to $20M.
I started Seed to Sapling to support, encourage, and nurture growing organizations through the early stages of their planning and development. My passion is helping businesses to scale and to become successful, profitable, and financially sustainable companies.
Continue reading or click below to learn about my
A select list of my past consulting projects, in M&A, strategy, financial restructuring, marketing, and fundraising is also highlighted below.
For details of my most recent work as a CFO and Financial Strategist, including samples of my business models, browse my online portfolio of work at katherinecope.com. Or contact me at Upwork, to submit an inquiry or project request.
Information about my other businesses can be found on the Companies page.
Methodology
I create customized projects tailored to all aspects of strategic growth: finance, marketing, operations, business development, sales, product management, and personnel. My highly collaborative approach enables a deep understanding of clients’ goals. While I build strategy around their vision, clients are free to focus their attention on managing the day-to-day tasks of growing the business. Together, we ensure that the organization will prosper and flourish.
I lead projects from initial consultation to planning, staffing, task mapping, and review, with direct responsibility for management of the process and workflow. I also support clients through the process of implementation and change management.
I’ve managed projects of varying scope and duration, from short-term, two-week engagements with small teams, to projects lasting more than a year and involving a team of more than a dozen executives. My proven methodology works, as I bring lasting value to each organization. If you’re interested in my services, contact me for additional details of my past work and project management style. I would be pleased to bring my talents to your company.
Areas of Expertise
Financial and predictive modeling
Go-to-market (GTM) strategy
Data analysis and statistical models
Business process and product roadmaps
KPI measurement and tracking
Return on investment (ROI) performance
Financial planning and analysis (FP&A)
Competitive and TAM analytics
Customer and user research
Sales, marketing, product adoption plans
Development of business cases
Presentations to key stakeholders & investors
Select Work
M&A advisory services for a technology company, assisting with acquisition by a financial services firm. Worked in cooperation with the technology client, to ensure seamless integration with acquirer’s products and services. Post-acquisition, created a GTM strategy template >> Result: 4% customer growth and 13% revenue growth for targeted segment of the business.
A complete business restructuring, with a five-year budget plan, for a community organization >> Achieved 5.5% annual cost reduction within $38M operating budget; enabled 95% improvement in error rates through automation of processes.
A long-term roadmap for raising capital and boosting returns on reserve assets for a public institution >> Increased returns by more than 20%, dramatically extending the timeline of planned programming and improving institution’s sustainability and credit rating.
A top-down review of financial and accounting processes for an e-commerce company >> Implemented standardized FP&A practices, then created training program and best practices manual for leadership.
A marketing campaign around boosting brand identity for the local chapter of a national organization >> Grew membership by almost 8% within the region.
Project Management Philosophy
Like my strategic plans, my projects are flexible by design. My concern is the success of the project and the team, not a particular workflow. I partner with stakeholders, to create a process that makes sense for the organization and supports its objectives, while redefining plans as needed and measuring progress at regular points in time.